Best Annex Wealth Management Apps

0.0(0 ratings)

Free

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Orgel Wealth Management by Orgel Wealth Management, LLC

Strong Contender

0.0(0 ratings)

Free

Northwestern Mutual by Northwestern Mutual

Worth Considering

Wealthfront: Save and Invest

4.8😞(12K ratings)

Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

What We Love

👍 Simple interface
👍 User-friendly
🚀 Helps track finances
🚀 Consolidates financial information
🔒 Secure app

Room to Improve

🐛 Limited functionality
🐛 Unreliable account linking
🐛 Frequent login issues
🐛 Outdated or inaccurate data
🐛 Buggy and crashes often
🔍 Lacks advanced features

More Annex Wealth Management apps to explore

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built, diversified ETF portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

(18K)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by Reston Wealth Management, LLC

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

Modera Wealth Management, LLC

by Modera Wealth Management LLC

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(240K)

Crownmark Wealth

by CROWNMARK WEALTH ADVISORS, LLC

(0)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Capital Group PlanPremier401k

(90)

subscription

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Investing, Wealth Management

(12K)

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Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

Secure sign-in with Face ID/Touch IDView market values and holdingsAccess statements and tax documents

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

On-demand portfolio accessView financial assets and liabilitiesDocument access

(8)

Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

(58)